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Activest Wealth Management’s Ares Management ARES Stock Holding History

Activest Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9K Buy
107
+15
+16% +$1.8K ﹤0.01% 550
2026
Q1 		$10K Buy
92
+50
+119% +$6.63K ﹤0.01% 682
2025
Q4 		$6.79K Buy
42
+2
+5% +$312 ﹤0.01% 728
2025
Q3 		$6.4K Hold
40
– – ﹤0.01% 596
2025
Q2 		$6.93K Buy
40
+37
+1,233% +$5.85K ﹤0.01% 502
2025
Q1 		$440 Buy
+3
New +$518 ﹤0.01% 865

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Activest Wealth Management's ARES Position: Q2 2026 in Review

Activest Wealth Management increased its Ares Management (ARES) stake by 16% in Q2 2026, buying an estimated $1.8K and bringing the position to 107 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Activest Wealth Management first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Activest Wealth Management held 107 shares of Ares Management worth $11.9K as of Q2 2026.
  • Activest Wealth Management bought 15 Ares Management shares in Q2 2026, an estimated $1.8K.
  • Ares Management made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Activest Wealth Management first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.